Gary Kevin Pattengale
Investment adviser representative at Mesirow Financial Investment Management, Inc.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$50.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Mesirow Financial Investment Management, Inc.Jan 2025 to now
- Mesirow Wealth ManagementOct 2024 to now
- Corient Services LLCJul 2023 to Oct 2024
- Cipw Service Company, LLCJan 2023 to Jul 2023
- CorientDec 2022 to Oct 2024
- Balasa Dinverno Foltz LLCAug 2011 to Mar 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Mesirow Financial Investment Management, Inc.
$50.4BAssets managed
90,291Clients
88Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3043734
- Firm CRD
- 111135